#5206 - Columbia - SOUTH CAROLINA

Classified Listing: Tax Firm Selling Book of Clients (Confidential Sale) Experienced CPA or tax professional seeking to grow their practice quickly for the 2026 tax season (Tax Year 2025). Opportunity: A well-established tax firm offers a valuable book of clients for sale, presenting an ideal acquisition for a qualified tax professional seeking to expand their practice or enter the market with a strong foundation. Primarily, the book includes individual returns with some small business and corporate accounts as well as bookkeeping. Highlights: Recurring revenue stream: Access to a loyal client base ensures immediate cash flow and potential for growth. Approximately 44 clients with individual returns and approximately 15 corporate returns. Opportunities for ongoing bookkeeping services to include payroll and sales tax reporting for the 5 established businesses. Established goodwill and reputation: Benefit from existing client relationships and the firm's positive standing in the community. Streamlined transition: Seller prefers a smooth handover process to ensure client retention and continued success for the buyer and existing clients. Flexible sale structure: Open to discussions on various sale terms to align with buyer needs and optimize the transaction. Full Acquistion – Sale Price $108,000.00 Revenue-Sharing Agreement – Open for discussion and negotiation Billing and Profitability: Client Package Includes: Individual tax preparation – 44 clients Business tax preparation – 14 clients Bookkeeping – 5 clients Revenue Breakdown by Service: Individual tax preparation (44) - $30,940.00 ($703 average per client) Business tax preparation (9) - $16,295.00 Business tax preparation & bookkeeping (5) - $24,880.00 Total Revenue - $72,115.00 Sale Price - $108,000.00 Inquiries: Serious inquiries from qualified and interested parties are welcome.